Virtual CFO services backed by corporate finance experience
Many growing businesses need senior financial judgement but not a full-time CFO. Our virtual CFO service is led by CA Anamika Jain, who brings senior corporate finance experience gained working closely with management, boards and investors. You get the same work a CFO does in-house, on a monthly retainer.
What this covers
- Business models and projections for investors, with sensitivity analysis
- Equity and debt fundraising: preparation, data rooms and lender discussions
- Monthly MIS and investor reporting, including board and investor meetings
- Annual budgets, forecasts and variance reviews
- Product costing and pricing decisions
- Bank relationships, working capital and credit facilities
- Finance process design and team supervision across locations
- Oversight of GST, income tax, ROC and audit, including scrutiny matters
- ERP and accounting system implementation, including SAP
How the work is done
- Review the finance function, reports and funding position
- Agree the scope, reports and monthly meeting rhythm
- Run monthly closes, reviews and forecasts with your team
- Support decisions on funding, pricing and growth as they come up
Documents usually needed
- Recent financial statements and MIS
- Bank and loan details
- Business plan, targets or investor documents
- Organisation chart of the finance team
Frequently asked questions
How is a virtual CFO different from an accountant?
An accountant records and reports transactions. A virtual CFO uses those numbers to plan cash, budgets, pricing and funding with the owners, and represents the finance function to investors and banks.
What corporate finance experience does the practice have?
CA Anamika Jain has worked in senior corporate finance roles, closely with management and investors, across sectors including manufacturing, electric mobility, real estate and impact-focused businesses.
Can a virtual CFO help with fundraising?
Yes. Typical work includes the financial model, sensitivity analysis, investor presentations of the numbers, due diligence support and ongoing investor MIS after the round.
Which businesses use virtual CFO services?
Startups, SMEs, family businesses and social enterprises that have outgrown basic bookkeeping but are not ready for a full-time CFO.